An Eye-Opening App For Retirement Planning

simulate investment outcomes using 90 years of historical return data.

Find out free why advisors are calling it, "incredible for client meetings".

A new view of safe withdrawal rates

The Big Picture app makes it brilliantly easy to visualize risk. Build the retirement portfolio of your choice, back-test it over hundreds of investment periods, and impress clients with personalized perspectives on questions like, "Based on history, how much can I safely spend, and at what success rate?"

Learn more

Appeal to current and future retirees alike

The Big Picture app will help you:
Attract clients through an interface that has been described as, "Fun and easy to use".
Show them the way on safe withdrawal rates, safe saving rates, asset allocation, and more.
Keep them engaged with the help of branded summary reports and follow-up conversations.

Age-old questions, big new answers

The Big Picture offers a sweeping view of market history. With the app in hand you'll be better equipped to engage clients, set expectations, and increase product awareness. In turn, you'll see greater success in attracting and retaining assets.

Learn more
FREE GUIDE

Top 5 Retirement Planning Myths

An evidence-based critique of five retirement planning conventions

The Big Picture app shows how proper asset allocation boosts safe withdrawal rates. For my clients it's a no-brainer.

Gail Williams

Certified Financial Planner

The Big Picture app conveys more information in a single glance than do entire books on retirement planning.

Tim Graham

Financial advisor

My clients' eyes used to glaze over the minute we started talking finance. With the Big Picture app, they light up.

Lindsay Miller

Financial advisor